Edward Jones, Matt Nee, Financial Advisor

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.

· Financial Planning

· Estate Planning

· Brokerage Accounts

o Stocks

o Bonds

o Treasuries

o Mutual Funds

o Exchange Traded Funds

o Annuities

o Certificates of deposit

o Money Markets

· Retirement Accounts

o 401k's

o Simple IRA's

o SEP IRA's

o Traditional IRA's

o Roth IRA's

· Life Insurance

o Whole Life

o Term Life

o Universal Life

· Long Term Care Insurance

· College Savings Plans

· Custodian Accounts